Credits Based UOM Conversion and Promotional Credits in Entitlement Plans

With this feature you can bill customers exactly as their contracts intend no matter which units their usage comes in and to run time boxed promotions without custom setup.

  • Convert any reported usage into Credits before pricing and allowance drawdown. If customers send usage in different units, we normalise it using the conversion rules defined in their Entitlement Plan so charges always match contract terms.
  • A new UOM Conversion section in Entitlement Plans lets you define clear, dated rules per Balance Code and Usage Charge. You control when a rule is active, set a positive conversion rate, and rely on helpful defaults like auto selecting the only available Usage Charge or inheriting the UOM from the Balance Code. Each rule is uniquely keyed to avoid conflicts.
  • Negotiate per subscription conversion factors. During sales or renewal, you can override or inactivate the standard rule for a specific subscription. At runtime, the system checks negotiated rules first, then falls back to the standard rule so the customer’s deal always wins.
  • Seamless rating experience. When usage events arrive, we apply the right conversion to each event before any charge adjustments and then draw down allowances measured in Credits. For Allowances, Estimates, and Commitments, summarised usage is supported as well.
  • Works where you need it. The same conversion logic applies consistently across Allowances, Estimates, Commitments, and Volume Pricing, and it’s honoured throughout subscription lifecycle operations.
  • Time bound promotional Credits. Offer free Credits for a limited window either between specific dates or for the first N billing periods to support trials, feature launches, or targeted promotions. These promotions draw from Credit based allowances so customers see benefits clearly on their balances.

Let's use an IOT Service Subscription for the setups:

UOM Creation

UOM Creation

Balance Code

Balance Code

Balance Code Consumption Rules

Balance Code Consumption Rules

Balance Profile Charges

Balance Profile Charges

Balance Profile Categories

Balance Profile Categories

Entitlement Plan UOM Conversion

Entitlement Plan UOM Conversion

Subscription Product

Subscription Product

  • Charge exactly to contract, every time: By converting all incoming usage to Credits first, pricing and allowance drawdown follow the customer’s entitlement rules even when usage arrives in different units. This reduces billing errors and back and forth with customers.

  • Negotiate with confidence and speed: Sales and account teams can override conversion factors per subscription during deals or renewals no custom pricing workarounds. The system automatically prioritises negotiated terms, so the deal you sign is the deal you bill.

  • Launch promotions without friction: Offer free Credits for a fixed window by dates or first N periods to drive trials, onboard new features, or reward loyalty without reworking pricing models or creating complex exceptions.

  • Make balances clear and defensible: Customers see their allowances and promotions in one UOM making statements easier to understand and disputes easier to resolve.

  • One model across processes: The same conversion logic powers Allowances, Estimates, Commitments, and Volume Pricing, simplifying training, governance, and change management across teams.

  • More flexible packaging and upsell paths: Feature specific and promotional allowances let product and pricing teams assemble targeted offers quickly without introducing one-off logic that’s hard to maintain.

  • Scales with your data: Works for both event level and summarised usage where applicable, supporting high-volume environments and future growth without bespoke conversion pipelines.

Steps to enable and configure

You don't need to do anything to enable this feature.